ING, Japonya\u2019n\u0131n ilk \u00e7eyrek GSYH\u2019sinin **mevsim ve takvim etkilerinden ar\u0131nd\u0131r\u0131lm\u0131\u015f** bazda \u00e7eyreklik **%0,3** artaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. Bu, bir \u00f6nceki \u00e7eyre\u011fe yak\u0131n h\u0131zda b\u00fcy\u00fcmeye i\u015faret ediyor.<\/p>\n
Sava\u015fla ba\u011flant\u0131l\u0131 **enerji \u015fokunun** (enerji fiyatlar\u0131nda ani ve sert art\u0131\u015f) d\u0131\u015f ticaret ve genel b\u00fcy\u00fcme \u00fczerinde s\u0131n\u0131rl\u0131 etki yapmas\u0131 bekleniyor. Etkinin daha \u00e7ok enflasyonda g\u00f6r\u00fclmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Nisan enflasyonunun y\u0131ll\u0131k **%1,8** olmas\u0131, marttaki **%1,5** seviyesinin \u00fczerine \u00e7\u0131kmas\u0131 bekleniyor. Enerji maliyetlerini s\u0131n\u0131rlayan **s\u00fcbvansiyonlar\u0131n** (devlet deste\u011fi) daha geni\u015f kapsaml\u0131 fiyat art\u0131\u015flar\u0131n\u0131 dizginleyece\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcyor.<\/p>\n
**T\u00fcrev \u00fcr\u00fcn** (dayanak varl\u0131\u011f\u0131 hisse, endeks ya da kur olan s\u00f6zle\u015fmeler) i\u015flemi yapanlar i\u00e7in, zay\u0131f b\u00fcy\u00fcme ile kal\u0131c\u0131 enflasyonun ayn\u0131 anda g\u00f6r\u00fclmesi \u201cy\u00f6n\u201d tahmininden \u00e7ok **oynakl\u0131\u011fa** (fiyatlar\u0131n sert ini\u015f\u2011\u00e7\u0131k\u0131\u015f\u0131) odaklanmay\u0131 \u00f6ne \u00e7\u0131kar\u0131yor. **Nikkei 225 opsiyonlar\u0131** (endekse ba\u011fl\u0131 al\u0131m\u2011sat\u0131m hakk\u0131 veren s\u00f6zle\u015fmeler) bu a\u00e7\u0131dan \u00f6ne \u00e7\u0131k\u0131yor; Japonya Merkez Bankas\u0131\u2019n\u0131n (BOJ) bir sonraki ad\u0131m\u0131na dair belirsizlik hisselerde sert hareketler yaratabilir. **Uzun straddle** (ayn\u0131 vade ve ayn\u0131 kullan\u0131m fiyat\u0131yla hem al\u0131m hem sat\u0131m opsiyonu sat\u0131n almak) stratejisi, piyasan\u0131n hangi y\u00f6ne giderse gitsin g\u00fc\u00e7l\u00fc bir hareketten kazan\u00e7 sa\u011flayabilir.<\/p>\n
Benzer \u015fekilde d\u00f6viz piyasas\u0131 da yak\u0131ndan izleniyor; zay\u0131f yen kritik seviyelerde. Yat\u0131r\u0131mc\u0131lar **USD\/JPY opsiyonlar\u0131** (dolar\/yen kuruna ba\u011fl\u0131 opsiyonlar) ile riski y\u00f6netip olas\u0131 politika s\u00fcrprizine haz\u0131rlanabilir. BOJ\u2019un daha **\u015fahin** (faiz art\u0131\u015f\u0131na daha yatk\u0131n, s\u0131k\u0131 para politikas\u0131n\u0131 savunan) bir duru\u015f sinyali yenin h\u0131zla de\u011fer kazanmas\u0131na yol a\u00e7abilir; bu nedenle USD\/JPY\u2019de **uzun vadeli sat\u0131m opsiyonlar\u0131** (ileride belirli fiyattan satma hakk\u0131; kur d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma) dikkat \u00e7ekici bir **hedge** (korunma) arac\u0131 olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Japonya\u2019da b\u00fcy\u00fcme %0,3\u2019le s\u0131n\u0131rl\u0131 kal\u0131rken enflasyon %1,8\u2019e t\u0131rman\u0131yor: enerji \u015foku b\u00fcy\u00fcmeyi sarsm\u0131yor, fiyatlar\u0131 zorluyor. BOJ belirsizli\u011fiyle y\u00f6n de\u011fil oynakl\u0131k; Nikkei\/JPY opsiyonlar\u0131 \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-46826","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46826","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=46826"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46826\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}